See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,256 | $57,065-66.3% | $75,670-74.6% | $70,131-72.5% |
| Participation rate | 72.1% | 68.1%+4.0pp | 72.3%-0.3pp | 69.5%+2.5pp |
| Annual return | 13.71% | 23.57%-9.9pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,469 | $2,580-43.1% | $3,142-53.2% | $3,332-55.9% |
| Admin fee / account holder | $2,364 | $3,825-38.2% | $5,800-59.2% | $4,645-49.1% |